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Sarah Sikorski, CPA, CFP®

Sarah Sikorski, CPA, CFP®
DIRECTOR, WEALTH MANAGEMENT

Recent Posts

Featured Post:

Understanding Chevron's LTIPs: Restricted Stock, Performance Shares & Stock Options

After years of building your career at Chevron, climbing the ladder to specific salary grades is a significant accomplishment. However, for participants in salary grades 26 (PSG-26) and above,...
by Alexis Long, MBA, CFP®
April 21, 2025
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How to Evaluate BP Disability Insurance Costs & How Much You Need

by Sarah Sikorski, CPA, CFP®
March 18, 2025

BP Life Insurance Benefits: Do You Need It & How Much is Enough?

by Sarah Sikorski, CPA, CFP®
March 18, 2025

Saving for Retirement? 7 Ways BP Executives Can Save More in the ESP

by Sarah Sikorski, CPA, CFP®
March 04, 2025

BP HSA Tax Benefits & Investment Strategies To Consider in Open Enrollment

by Sarah Sikorski, CPA, CFP®
January 23, 2025

How the Pro-Rata Rule Impacts Your Backdoor Roth Contributions

by Sarah Sikorski, CPA, CFP®
January 23, 2025

How Mega Backdoor Roth Contributions Can Boost Your Retirement Savings

by Sarah Sikorski, CPA, CFP®
November 25, 2024

How to Select Retiree Medical Health Benefits for BP Professionals

by Sarah Sikorski, CPA, CFP®
August 15, 2023

Shell Retirement Planning: How to Invest Your Shell Benefit Payouts

by Sarah Sikorski, CPA, CFP®
August 30, 2022

How to Use Cash Reserves as an Emergency Fund for Retirement

by Sarah Sikorski, CPA, CFP®
January 26, 2022

Tax Planning for Retirees: Navigating the Medicare and Social Security Tax Rates

by Sarah Sikorski, CPA, CFP®
January 06, 2022

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    Willis Johnson & Associates
    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
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    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057